See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,661 | $226,064-63.0% | $182,532-54.2% | $152,861-45.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 19.39% | 192.51%-173.1pp | 148.54%-129.1pp | 345.32%-325.9pp |
| Employer contribution / active EE | $3,927 | $4,978-21.1% | $4,076-3.7% | $4,762-17.5% |
| Participant deferral / active EE | $14,018 | $6,368+120.1% | $5,524+153.8% | $5,850+139.6% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |